Objective:

Add a phone number for a single User on the account

Environment:

Clio Manage

Additional Information:

If you don't have the option to select "Edit" under the Users name, then you don't have the Permissions to make the adjustment. Please reach out to an Administrator on the account to update this User's phone number. However, you will see the option to edit under your name if you'd like to update your own phone number.

Procedure:

Go into Settings
Select Manage Users
Click Edit under the Users name
Enter a phone number in the Primary Phone field
Click Save New Information